Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,755 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
1,946
shares
|
$406,811
0.22% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
1,945
shares
|
$406,602
0.32% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,931
shares
|
$403,675
0.11% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,926
shares
|
$402,630
0.05% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,926
shares
|
$402,630
0.11% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,922
shares
|
$401,794
0.16% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,921
shares
|
$401,585
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,920
shares
|
$401,376
0.2% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,920
shares
|
$401,376
0.02% of portfolio
|
Q2 2025
Added 43.93%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,900
shares
|
$397,195
0.06% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
1,900
shares
|
$397,195
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,887
shares
|
$394,477
0.01% of portfolio
|
Q3 2023
Reduced 48.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
1,886
shares
|
$394,268
0.16% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,883
shares
|
$393,641
0.14% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,882
shares
|
$393,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
1,879
shares
|
$392,804
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,868
shares
|
$390,505
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$389,878
0.01% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,856
shares
|
$387,996
0.04% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,855
shares
|
$387,787
0.27% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,854
shares
|
$387,578
0.12% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
1,854
shares
|
$387,578
0.08% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,847
shares
|
$386,115
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,846
shares
|
$385,906
0.21% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,841
shares
|
$384,861
0.12% of portfolio
|
Q1 2025
Reduced 3.16%
|